NORTHWESTERN ENERGY MT PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
NORTHWESTERN CORPORATION
This Defined Benefit (Pension) plan holds $346M in total assets and serves 349 participants as of 2024. It is sponsored by NORTHWESTERN CORPORATION in Montana. The plan reported a net loss of $4M for the year.
What the Filing Says About NORTHWESTERN ENERGY MT PENSION PLAN
NORTHWESTERN ENERGY MT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by NORTHWESTERN CORPORATION, headquartered in Montana. As of the 2024 Form 5500 filing, the plan reports $346M in total end-of-year assets and covers 349 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 460172280, and the plan has been effective since 1948-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $350M at the beginning of 2024 to $346M at year-end — a decline of 1.3%. Net assets (after liabilities) closed the year at $346M, with reported net income of $-3,648,090 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $350M |
| Total Assets (End of Year) | $346M |
| Net Assets (End of Year) | $346M |
| Net Income | $-3,648,090 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 460172280 |
| Plan Effective Date | 1948-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NORTHWESTERN CORPORATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,084 | $855M |
| 2023 | 3 | 2,047 | $869M |
| 2024 | 3 | 2,037 | $911M |
Nearby Defined Benefit (Pension) Plans in Montana
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- NORTHWESTERN ENERGY MT PENSION PLAN $350M · 387
- ST. PETER'S HEALTH CASHPLUS RETIREMENT PLAN $57M · 285
- NORTHWESTERN ENERGY SD/NE PENSION PLAN $56M · 131
- PENSION PLAN FOR EMPLOYEES OF ADVANCED SILICON MATERIALS, LLC $29M · 76
- AMERICAN CHEMET CORPORATION RETIREMENT INCOME PLAN $16M · 51
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 460172280.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.